Profit and Loss by Class (Standard Period) Data Model

Modified on Sun, 7 Jul at 2:19 AM

Overview of QuickBooks Profit & Loss by Class (Standard Period) Data Model

Traditional Profit and Loss by Class Standard data model, with shortcuts for periods e.g. Current Month, Last Month.


The 36 monthly period range is controlled in the QQube Configuration Tool.


Features

  • Aggregated by Month for 36 Periods
  • 404 Pre-Calculated Measures including column arrangements not possible in QuickBooks
  • DAX measures for Power/Pivot and Power BI
  • Special Microsoft Access Views to get around 256 column limitations
  • Excel Add-In contains Presentation Clean-Up Tool


Output Examples

  • Traditional Profit and Loss by Class
  • Shortcuts for automating updating in Excel, e.g.  Current Month, Last Month, Previous Year Month, etc.
  • Compare Actuals and Budget including % of Sales
  • Filter by Class
  • Class, side by side, or horizontal


Schema

AVAILABLE FIELDSDIMENSION DETAIL LINKS

Dates and Calendar Dimensions:

  • NONE

Document Based Dimensions: 

  • NONE

List Based Dimensions: 

Linked Information: 

  • NONE

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